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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client portfolios with a focus on Treasury Solutions, achieving revenue growth, and fostering strategic partnerships. Proficient in consulting with clients through various communication methods while adhering to policies and procedures.
Highest-signal resume keywords
Sales Experience Of Financial ProductsTreasury Solutions ExpertiseCertified Treasury Professional (CTP)Client Relationship ManagementCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales PlanningClient AcquisitionWorking Capital SolutionsRevenue Growth StrategiesRelationship Management
Soft Skills
CollaborationConsultative SellingProblem-Solving
Certifications & Qualifications
Certified Treasury Professional (CTP)CFA Designation
Industry Keywords
Treasury TrendsBest PracticesClient RetentionPortfolio ManagementFinancial Services
About the role
Key responsibilities & impact- Execute sales plans and develop partnerships with lines of business and internal partners to identify and drive client and prospect sales opportunities
- Achieve or exceed revenue and portfolio growth objectives for the assigned client portfolio
- Foster relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning
- Independently manage a portfolio of clients with Treasury Solutions needs
- Participate in developing detailed relationship plans to identify client retention and new client acquisition opportunities
- Provide client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions
- Follow applicable policies and procedures and proactively escalate issues and risks to leadership
- Consult with clients through in-person, email, voicemail, and virtual meeting communications
- Accurately report sales efforts, sales effort progression, and sales revenue
Requirements
What you’ll need- Bachelor's degree or an equivalent combination of education and related work experience
- 5 years of sales experience of financial or treasury products and/or services
- Deep understanding of the bank's Working Capital solutions
- Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
- English language fluency required
- Ability to consult with clients through various communication methods, including in person, email, voicemail, and virtual meetings
- Preferred: 7+ years of sales experience of financial or treasury products and/or services
- Preferred: CFA Designation
- Preferred: Up-to-date knowledge of Treasury Trends & Best Practices
- Preferred: Subject matter expertise in one or more specific skill sets, business areas, or products
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)